Role first wins
Reception searches before create. Advisors get authority before work. Techs live on My Day. Parts reserve on approve. Owners set rates and invite the team. Accountants record GST invoices and treat Xero as dry-run until proven.
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Guide · people
Everyone sitting through an owner demo is the most expensive training mistake in independent shops. Use role paths, screenshot pins, and a Day 0 / 1 / 3 / 7 cadence.
Reception searches before create. Advisors get authority before work. Techs live on My Day. Parts reserve on approve. Owners set rates and invite the team. Accountants record GST invoices and treat Xero as dry-run until proven.
Day 0 watch. Day 1 drive. Day 3 competence checklist alone. Day 7 teach one step. Do not dump features before the first repair order is on the board.